Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,992 | $46,877-12.6% | $122,354-66.5% | $70,126-41.5% |
| Participation rate | 51.3% | 58.2%-6.9pp | 71.6%-20.4pp | 69.5%-18.3pp |
| Annual return | 8.97% | 24.22%-15.3pp | 30.28%-21.3pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,314 | $1,288+2.0% | $4,051-67.6% | $2,343-43.9% |
| Participant deferral / active EE | $2,152 | $2,167-0.7% | $3,287-34.5% | $3,332-35.4% |
| Admin fee / account holder | $9,173 | $3,324+176.0% | $5,479+67.4% | $4,645+97.5% |